Calling settings

Assign caller IDs to agentsEvery caller ID belongs to one agent. Only that agent dials from it, and callbacks to it ring that agent's verified phone. An agent with no numbers of their own
Bench numbers automaticallyWith automatic benching on, the dialer takes a number out of rotation when its answer rate collapses compared with your other numbers. It comes back on its own
Build a lead sheet for your callersA lead sheet is the form your callers fill in while someone is still on the phone. You write the questions once. Every answer comes back to the Leads tab here,
Change how long calls ringRing time is how long each outbound call rings before it counts as no answer. It is shown in rings and each ring is about 6 seconds.
Choose what each call result doesEach call result can do things automatically when it is saved: stop calling the contact, add them to your do not call list, book a callback, put an appointment
Choose what happens when someone answersThis setting decides what the dialer does in the first seconds after someone picks up: connect you right away, or listen longer to filter out voicemail greeting
Choose when an idle calling session endsA calling session with no activity (no call, no answer, no saved result, no click in the dialer) ends on its own. Two minutes before it ends, the dialer shows S
Choose where calls to your numbers ringWhen someone calls one of your numbers back, a rule decides what happens. You can set the rule once for a group of numbers, or on a single number.
Choose whether the dialer slows down for abandoned callsAn abandoned call is someone who answers while you are already on another call and hears your live-answer message instead of you. Federal rules limit abandoned
Create a shorter result list for a campaignA result set is a shorter list of call results for one kind of calling, such as expired listings. Attach it to a campaign and the result popup only offers those
Limit voicemails per personThis sets how many voicemails one person can be left in a day, a week or a month. After the limit, if that person's voicemail answers again within that time, th
Record a voicemail dropA voicemail drop is a message you record once. When the dialer reaches a voicemail box, it plays your message after the greeting so you do not have to say it li
Set daily dial limits per caller IDThese limits control how hard each caller ID gets worked. Numbers dialed past about 70 times a day start getting labeled spam likely by the carriers, and a labe
Set how often one person is calledThese dialer rules control how hard the dialer works one person: how many times a day and a week, how long they rest between calls, a lifetime ceiling, a daily
Set up an inbound voicemail boxA voicemail box is where a call to one of your numbers goes when nobody is going to pick up. The caller hears your greeting and can leave a message instead of r
Set your live-answer messageWhen more than one line is dialing and a second person answers before you are free, they hear this short recorded message instead of silence. Federal rules requ
Text back missed callsWhen someone calls one of your numbers and nobody answers, text back sends them one text from your texting number. It is sent after the call is over: when it ra
Turn on call recordingRealDialer can record your connected calls automatically. By default it only records when both your state and the contact's state allow one-party recording, and
Turn on click to dial onlyClick to dial only is for numbers with no record of consent behind them. It pins the account to preview dialing, so every call is placed by a person, one record
Turn on double dialDouble dial makes the dialer call the same number once more straight away when a call rings out or reaches voicemail, because people often pick up the second ca
Turn on rapid fire dialingWith rapid fire on, the dialer keeps one line ringing during your live call instead of waiting for you to hang up. You reach more people in an hour, but more pe
Turn on the Redial buttonThe Redial button lets you call the same number again with one click after a call drops or does not connect. It is your own setting, off by default, and turning
When you may use voicemail dropsA prerecorded message left in a voicemail box counts as a prerecorded call under federal law. For a sales call to a cell phone or a home line, that needs the pe
Write or customize a calling scriptScripts appear in the Script tab during live calls, with contact details merged in. RealDialer includes stock scripts for FSBO, expired listings and neighborhoo